PFA

Pillar Financial Advisors Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.7M
3
+$14.5M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$11.5M
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$9.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.76%
2 Healthcare 0.17%
3 Utilities 0.1%
4 Technology 0.09%
5 Real Estate 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.3K 0.01%
+396
77
$10.2K 0.01%
+441
78
$8.43K 0.01%
+87
79
$8.37K 0.01%
+128
80
$7.87K 0.01%
+166
81
$7.69K 0.01%
+365
82
$6.84K 0.01%
+36
83
$6.8K 0.01%
+83
84
$6.36K ﹤0.01%
+315
85
$5.69K ﹤0.01%
+97
86
$5.48K ﹤0.01%
+930
87
$4.71K ﹤0.01%
+40
88
$4.6K ﹤0.01%
+35
89
$4.11K ﹤0.01%
+138
90
$3.62K ﹤0.01%
+116
91
$3.52K ﹤0.01%
+33
92
$3.5K ﹤0.01%
+51
93
$3.31K ﹤0.01%
+34
94
$3K ﹤0.01%
+100
95
$2.96K ﹤0.01%
+111
96
$2.89K ﹤0.01%
+73
97
$2.82K ﹤0.01%
+57
98
$2.81K ﹤0.01%
+200
99
$1.84K ﹤0.01%
+35
100
$1.72K ﹤0.01%
+50
1 2 3
4
5